Position in A
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$40,778
-$3,560 QoQ
Shares Held
307
-21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#928
of 1,119 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Cornerstone Planning Group LLC holds $456,394 across 18 Diagnostics & Research names. A ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
207 | $103,781 | |
| 2 | DHR |
Danaher Corp /De/
|
372 | $70,858 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
122 | $64,225 | |
| 4 | A |
Agilent Technologies, Inc.
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|
307 | $40,778 | |
| 5 | WGS |
GeneDx Holdings Corp.
|
400 | $27,460 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
139 | $26,857 | |
| 7 | DGX |
Quest Diagnostics Inc
|
90 | $19,075 | |
| 8 | MEDP |
Medpace Holdings, Inc.
|
36 | $19,065 |
All Filings in A
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,778 | 307 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $44,338 | 389 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $54,700 | 402 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,456 | 146 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $39,415 | 334 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $38,603 | 330 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $32,241 | 240 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $27,617 | 186 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $24,370 | 188 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $29,975 | 206 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $23,635 | 170 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,511 | 94 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,183 | 93 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $7,781 | 52 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||